From the Ground Up
Through personal stories from the start-up world, co-hosts Zach and Kelsey offer an insider perspective on honing big ideas into business realities. Tailored for financial advisors, the show serves as a roadmap for entrepreneurship, from initial concept development to effective implementation strategies. Each episode is a blend of personal anecdotes, professional insights, and practical tips, making it an invaluable resource for advisors at any stage of their career, eager to build and refine their businesses from the ground up.
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From the Ground Up
Advisor Growth Stories: How a People-First Mentality Translates to Growth
Financial advisors — if you’ve ever wondered how to grow your business without cold calls or pushy sales tactics, this episode is for you.🎙️
On this week’s From The Ground Up, we’re sitting down with Melissa Reaktenwalt, Founder & CEO of EViE Financial, to unpack how she turned library workshops and wedding expos into a 300-household firm with 80% of new business coming from direct referrals. 👏
Melissa gets real about:
👉 Aligning your firm with personal values (spoiler: it matters more than you think)
👉 Attracting high-earning millennials and their parents through education-first strategies
👉 Managing team dynamics and building a culture rooted in clear communication
👉 The power of authenticity in client conversations (ditch the jargon — talk like a human!)
If you’re building an advisory firm, scaling a business, or just figuring out how to stay authentic while growing fast, this episode is packed with lessons you don’t want to miss.
🚀 Advisors — your clients don’t just need a plan, they need a partner. And Melissa’s story proves how powerful that can be.
Thanks for listening!
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